How Do I See my Complete Contact History for a Client?

How often do you get caught off guard by an unexpected telephone call from someone
wanting to know the status of a project? Well, no more. The linking feature of Time
& Chaos will instantly show you your entire history of both meetings and Task
items for a contact.

From the Contact List of the Main Screen,
select a record by double clicking on the contact name and the contact
entry screen
will open. At the top, you'll find tabs for Linked Appointments,
Tasks, Projects and Contacts.

All Appointment History is quickly displayed complete with any notes attached to
the appointment item. By default these are listing in Date order from newest through
oldest.

Linked Task items will display the
entire history of all Task Items both completed and pending completion.

Please note there is also a special print option in the Contacts Section
for a report called a Contact Profile that will print out the entire
contact history typically on 1 or 2 sheets of paper.